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Business Finance for Winning Companies
1.
Business Finances for Winning
Companies The journey to proactive financial management
2.
Agenda •
Understand business stages • Know your model • Key metrics • Have a management process • Corelytics demo
3.
About Corelytics • Corelytics
Financial Dashboard Customers Managed Over $1 Billion in Aggregate Revenues • Benchmarks • Industry Intelligence
4.
Stage Drives Priorities •
The business you win determines your model – Lifestyle – Star-Up – Experienced Player – Looking at Exit Strategies
5.
Model Drives Management •
The business you win determines your model – T&M – MSP – Resell Product – Mix
6.
Key Metrics • Pick
top 5-10 financial metrics to monitor – Break down by Line of Business
7.
Examples •
Revenue • Expense • Margin • Staff contribution • Marketing spend • EBITDA
8.
Organize and Optimize
Combined Service T&M Product
9.
Focus
Manage exceptions Stage appropriate Prioritize Drive priorities
10.
Demo
11.
A Smarter Industry
“Business Intelligence derived from the Corelytics™ Financial Dashboard is fundamental to strategic planning and to routine business management. “ - Todd Thibodeaux, CEO, CompTIA
12.
30 Minutes a
Month
13.
Get Started Signup at
www.coreconnex.com/sign-up Select your affiliation or partner
Download now